+1,041.3%
APH vs SSNC
+164.2%
+877.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | +0.5% |
| 7D | +0.2% | -1.8% | +2.0% | +1.0% |
| 30D | -3.3% | +1.9% | -5.3% | -4.4% |
| 3M | +14.0% | +18.4% | -4.3% | +3.8% |
| 6M | +24.4% | +7.0% | +17.5% | +18.6% |
| YTD | +21.4% | -6.9% | +28.4% | +23.1% |
| 1Y | +48.9% | -8.2% | +57.1% | +51.3% |
| 3Y | +290.1% | +50.5% | +239.6% | +205.4% |
| 5Y | +352.8% | +17.4% | +335.4% | +296.9% |
| 10Y | +1,041.3% | +164.9% | +876.3% | +623.6% |
| All | +1,041.3% | +164.2% | +877.0% | +623.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling